Natixis Advisors Review


Trust Score 85%
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Natixis Advisors, federally registered in 1995, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 50 advisors. Natixis Advisors manages $22 billion and provides investment advisory services for 36,159 clients (1:724 advisor/client ratio).

Fees may vary. Please contact an adviser.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 724 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact an adviser.
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $615,556
Hybrid Advisor Yes
Disciplinary History No
Total AUM $22 billion
Advisor / Client Ratio 1:724
Headquarters Boston, MA
SEC Filings Forms and Brochures


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